CFS, CBEC®
Vice President of Case Design
Bill Beaudoin has been an esteemed member of the case design team since 1994. With a wealth of expertise in personal risk management, he thoughtfully crafts prudent strategies and tactful product selections that address the wealth accumulation, preservation, retirement, and estate planning needs of business owners, individuals, and families. Bill’s overall mission is to build comprehensive financial plans that provide clients with generational lifetime income.
William Beaudoin CA Insurance #0H91989
Investment advice offered through Integrated Financial Partners, doing business as Ovisto™ Wealth Management LLC, a registered investment advisor.
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